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Dimensional International Core Equity 2 ETF

209 hedge funds and large institutions have $2.35B invested in Dimensional International Core Equity 2 ETF in 2023 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 124 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

553% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 19

500% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 7

38% more capital invested

Capital invested by funds: $1.7B → $2.35B (+$652M)

24% more funds holding in top 10

Funds holding in top 10: 4657 (+11)

17% more funds holding

Funds holding: 179209 (+30)

1.19% less ownership

Funds ownership: 80.63%79.44% (-1.2%)

Holders
209
Holders Change
+30
Holders Change %
+16.76%
% of All Funds
3.33%
Holding in Top 10
57
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+23.91%
% of All Funds
0.91%
New
42
Increased
124
Reduced
19
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GCA
151
Gradient Capital Advisors
California
$553K
BFA
152
Beacon Financial Advisory
Ohio
$550K +$297K +12,515 +121%
RCAG
153
Rehmann Capital Advisory Group
Michigan
$540K +$142K +5,979 +36%
AFGAS
154
Allegiance Financial Group Advisory Services
Virginia
$527K
FFA
155
Farther Finance Advisors
California
$514K +$508K +21,374 New
CFA
156
Capstone Financial Advisors
Illinois
$499K
CMBA
157
C.M. Bidwell & Associates
Hawaii
$474K +$36.5K +1,537 +8%
CAM
158
Clark Asset Management
New Hampshire
$473K
Renaissance Technologies
159
Renaissance Technologies
New York
$469K -$162K -6,800 -26%
HWMG
160
Hurlow Wealth Management Group
Indiana
$459K
SFG
161
SNS Financial Group
Minnesota
$457K +$452K +19,005 New
CA
162
Continuum Advisory
Idaho
$451K -$35K -1,473 -7%
WRPWM
163
Werba Rubin Papier Wealth Management
California
$443K +$10.8K +454 +3%
RSWM
164
Robertson Stephens Wealth Management
California
$443K +$437K +18,404 New
SM
165
Sensible Money
Arizona
$408K
GSC
166
Grey Street Capital
Illinois
$408K +$403K +16,948 New
PWM
167
Perigon Wealth Management
California
$404K
DEM
168
Disciplined Equity Management
Florida
$393K +$951 +40 +0.2%
CA
169
Claris Advisors
Missouri
$387K +$808 +34 +0.2%
CFS
170
Cannon Financial Strategists
Georgia
$387K +$124K +5,223 +47%
MA
171
Mutual Advisors
Nebraska
$386K +$14.1K +594 +4%
FPAS
172
Focus Partners Advisor Solutions
Missouri
$362K -$15.9K -671 -4%
Wells Fargo
173
Wells Fargo
California
$359K +$354K +14,910 New
SWA
174
Sax Wealth Advisors
New Jersey
$345K
GAM
175
GEM Asset Management
Michigan
$340K +$2.38K +100 +0.7%

DFIC Hedge Fund Activity: Q1 2023 in Review

209 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Core Equity 2 ETF (DFIC) for Q1 2023, worth a combined $2.35B — up 38% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new DFIC positions and 7 closed out — a net gain of 35 holders — while 124 added to existing stakes and 19 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $67.1M. The largest seller was Pathstone Family Office, cutting an estimated $17.3M.

  • 209 institutional investors held Dimensional International Core Equity 2 ETF (DFIC) as of Q1 2023, up from 179 in Q4 2022.
  • Funds reported $2.35B of Dimensional International Core Equity 2 ETF stock for Q1 2023, up 38% quarter-over-quarter.
  • 42 funds opened new Dimensional International Core Equity 2 ETF positions in Q1 2023 and 7 closed out, a net change of +35 holders.
  • The largest Dimensional International Core Equity 2 ETF buyer in Q1 2023 was Envestnet Asset Management, an estimated $67.1M added.
  • The largest Dimensional International Core Equity 2 ETF seller in Q1 2023 was Pathstone Family Office, an estimated $17.3M sold.

Based on aggregated 13F filings for Q1 2023.